Civic Intelligence

The Norwalk Symphony Society Inc

EIN 06-0860604 • 501(c)3 • Norwalk, CT

Profile

To share the beauty and power of orchestral music with audiences of all ages through live performances and music education programs

25 Van Zant Street 14-3Norwalk, CT 06855

norwalksymphony.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

72nd percentile

0.15x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.07x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

24th percentile

-9.6%

Higher net margin than 24% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

41st percentile

-0.0%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

53rd percentile

8.3%

Faster revenue growth than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$233,904

Down $84 (-0.0%) from 2024

Liabilities

Up

$35,962

Up $18,902 (+111%) from 2024

Net Assets

Down

$197,942

Down $18,986 (-8.8%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin24th percentile

Revenue

Up

$528,515

Up $40,633 (+8.3%) from 2024

Expenses

Up

$579,288

Up $32,792 (+6.0%) from 2024

Net Income

Up

-$50,773

Up $7,841 (+13%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0-$100KAssets 2011: $39,695Liabilities 2011: $13,110Net Assets 2011: $26,5852011Assets 2012: $17,544Liabilities 2012: $14,113Net Assets 2012: $3,4312012Assets 2013: $16,469Liabilities 2013: $11,821Net Assets 2013: $4,6482013Assets 2014: $16,557Liabilities 2014: $11,880Net Assets 2014: $4,6772014Assets 2015: $30,667Liabilities 2015: $7,666Net Assets 2015: $23,0012015Assets 2016: $36,905Liabilities 2016: $8,173Net Assets 2016: $28,7322016Assets 2017: $26,145Liabilities 2017: $28,036Net Assets 2017: -$1,8912017Assets 2018: $33,841Liabilities 2018: $49,070Net Assets 2018: -$15,2292018Assets 2019: $190,588Liabilities 2019: $62,661Net Assets 2019: $127,9272019Assets 2020: $238,370Liabilities 2020: $72,211Net Assets 2020: $166,1592020Assets 2021: $328,625Liabilities 2021: $120,599Net Assets 2021: $208,0262021Assets 2022: $270,746Liabilities 2022: $22,159Net Assets 2022: $248,5872022Assets 2023: $235,304Liabilities 2023: $10,548Net Assets 2023: $224,7562023Assets 2024: $233,988Liabilities 2024: $17,060Net Assets 2024: $216,9282024Assets 2025: $233,904Liabilities 2025: $35,962Net Assets 2025: $197,9422025

Highlighted filing

2025

Assets$233,904
Liabilities$35,962
Net Assets$197,942
Open 2025 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $129,9772011Expenses 2012: $151,4442012Revenue 2013: $149,403Expenses 2013: $148,188Net Income 2013: $1,2152013Revenue 2014: $176,031Expenses 2014: $176,002Net Income 2014: $292014Revenue 2015: $211,367Expenses 2015: $193,043Net Income 2015: $18,3242015Revenue 2016: $223,266Expenses 2016: $217,535Net Income 2016: $5,7312016Revenue 2017: $209,675Expenses 2017: $243,756Net Income 2017: -$34,0812017Revenue 2018: $303,974Expenses 2018: $317,312Net Income 2018: -$13,3382018Revenue 2019: $530,794Expenses 2019: $387,638Net Income 2019: $143,1562019Revenue 2020: $371,617Expenses 2020: $333,385Net Income 2020: $38,2322020Revenue 2021: $267,771Expenses 2021: $234,947Net Income 2021: $32,8242021Revenue 2022: $537,451Expenses 2022: $496,890Net Income 2022: $40,5612022Revenue 2023: $532,119Expenses 2023: $555,950Net Income 2023: -$23,8312023Revenue 2024: $487,882Expenses 2024: $546,496Net Income 2024: -$58,6142024Revenue 2025: $528,515Expenses 2025: $579,288Net Income 2025: -$50,7732025

Highlighted filing

2025

Revenue$528,515
Expenses$579,288
Net Income-$50,773
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$233,904
Liabilities
$35,962
Net assets
$197,942
Revenue
$528,515
Expenses
$579,288
Net income
-$50,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.34$0.36$1.98$5.29$5.79$0.51
2024Detailed filing. Detailed filing data is available for this year.$2.34$0.17$2.17$4.88$5.46$0.59
2023Detailed filing. Detailed filing data is available for this year.$2.35$0.11$2.25$5.32$5.56$0.24
2022Detailed filing. Detailed filing data is available for this year.$2.71$0.22$2.49$5.37$4.97$0.41
2021Detailed filing. Detailed filing data is available for this year.$3.29$1.21$2.08$2.68$2.35$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.38$0.72$1.66$3.72$3.33$0.38
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.63$1.28$5.31$3.88$1.43
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.49$0.15$3.04$3.17$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.26$0.28$0.02$2.10$2.44$0.34
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.08$0.29$2.23$2.18$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.08$0.23$2.11$1.93$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.12$0.05$1.76$1.76$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.12$0.05$1.49$1.48$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.14$0.03$1.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.13$0.27$1.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$528,515
Mission and Program Overview

Mission

Presentation of symphonic concerts

To share the beauty and power of orchestral music with audiences of all ages through live performances and music education programs

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$180,619$180,420▼ $199
Cash and Non-Interest-Bearing Accounts$35,185$33,894▼ $1,291
Savings and Temporary Cash Investments$10,155$16,505▲ $6,350
Land, Buildings, and Equipment, Net$6,088$2,470▼ $3,618
Accounts Receivable$1,941$615▼ $1,326
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$233,988$233,904▼ $84
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$17,060$32,727▲ $15,667
Accounts Payable and Accrued Expenses$0$3,235▲ $3,235
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$17,060$35,962▲ $18,902
Net Assets / Fund Balance
Net Assets With Donor Restrictions$224,448$221,102▼ $3,346
Net Assets Without Donor Restrictions$-7,520$-23,160▼ $15,640
Total Net Assets Fund Balance$216,928$197,942▼ $18,986
Total Liabilities and Net Assets / Fund Balance$233,988$233,904▼ $84

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,470$33,454-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$280,762-▲ $13,761-$290,669
2023$265,822-▲ $18,688-$280,762
2022$259,841-▲ $10,272-$265,822
2021$264,748$5,500▼ $4,883-$259,841
2020$237,715$9,043▲ $21,772-$264,748
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Louis BroudyVice President
Douglas KerridgeDirector
Georgia Von SchmidtDirector
Gregory PayneDirector
Gunnar SahlinDirector
Heather DruggeDirector
Jennifer MirskyDirector
John Brady IiiDirector
Kenneth KuoDirector
Lawrence CavanaghDirector
Libby MucciDirector
Pasquale RazzanoDirector
Peter HohmeisterDirector
Priscilla WoykeDirector
Richard BeymanDirector
Vanessa Morest SmithDirector
Wallace DavisDirector
Wendy GerbierDirector
charles johnsonDirector
douglas adamsPresdent
Christopher BellTreasurer
Mary Petro NoonanVice Presdent
Revenue and Support

Revenue Composition

Contributions and Grants
$302,008
Program Service Revenue
$218,315
Investment Income
$8,192
Other Revenue
$0
All Other Contributions
$234,561
Change in Net Assets
$-50,773
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$384,473
Other Expenses$194,815
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$355,121--$355,121
Occupancy$51,157--$51,157
Payroll Taxes$29,352--$29,352
Advertising$26,497--$26,497
All Other Expenses-$13,374-$13,374
Insurance$5,735$5,880-$11,615
Other Expenses$64,781$4,942-$4,942
Depreciation Depletion$3,618--$3,618
Fees for Services Accounting-$2,500-$2,500
Office Expenses-$1,625-$1,625
Travel$895--$895
Total Functional Expenses$544,790$34,498$0$579,288
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

part VI - section B - line 11A

“form 990 is reviewed by its governing board before submission and treasurer reconciles to books and records of organization”

Filing and Contact Details

Filer

Filer Name
The Norwalk Symphony Society Inc
EIN
06-0860604
In Care Of
% SANDRA MIKLAVE
Phone
2039566771
Address
25 Van Zant Street 14-3, Norwalk, CT 06855

Signing Officer

Name
Douglas Adams
Title
President
Phone
2038531040
Signed
2025-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas Adams
Formed
1939
Legal Domicile
Ct
Voting Board Members
22
Independent Board Members
22
Employees
155
Volunteers
60

Preparer

Firm
R L Depanfilis & Company LLC
Address
13 BYINGTON PLACE, NORWALK, CT 06850
Preparer
Kenneth Miller
Phone
2038531040
Raw XML AppendixShowing 400 of 587 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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